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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Aumann is a financial advisor at LPL Financial LLC. Andrew has been in the financial industry since 2016, having previously worked with Thrivent Investment Management Inc. and Edward Jones. Andrew has been registered in 53 states and is an active member of the Broker-Dealer and Investment Advisor communities. Andrew has a strong background in financial planning and portfolio management. Andrew offers consulting and other non-discretionary advisory services, financial planning, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/11/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
MN
06/21/2016 - 08/01/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/21/2016 - 05/26/2016
EDWARD JONES (EAGAN MN)
BOTH
Issued 02/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/21/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/24/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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